Recorded 5 Feb 23

Kevin

• Portfolio: Didn’t buy enough SOL; trying Stakefish for ETH validation
• https://ethropy.substack.com/p/2023-blockchain-themes-and-bold-predictions
  • Gaming is the most obviously hyped vertical for blockchain and crypto disruption in the near future. Billions have been invested in gaming studios and companies and expectations are sky high that once crypto incentives are added to games, the masses will flock in.
  • In reality, I have yet to see a game good enough or with enough mainstream adoption (outside of crypto speculators) to convince me of this narrative. In a world where money is not cheap and liquidity is thin, it will require real results for me to make any sizable liquid investments in GameFi. Perhaps by 2024-25, but not in 2023.
• https://threadreaderapp.com/thread/1617873896161841157.html
  • The importance of The Merge can't be overstated.
  • "Ethereum’s Merge is one of the most technically impressive software updates ever performed.
  • It has: Reduced inflation, Improved transaction inclusion times, Vastly reduced its electricity consumption
• http://paulgraham.com/getideas.html
  • Knowledge grows fractally. From a distance its edges look smooth, but when you learn enough to get close to one, you'll notice it's full of gaps. These gaps will seem obvious; it will seem inexplicable that no one has tried x or wondered about y. In the best case, exploring such gaps yields whole new fractal buds
• M. Night Shyamalan’s Knock at the Cabin; Ragnarok anime

George

• Portfolio - aside from a bit DCA’d, sidelined on this big rally
• Shanghai POS Unstaking coming up in March - impact on market; some say will result in selling; many say this will result in greater confidence in staking; I believe the latter
• Ordinals, an emerging NFT concept on Bitcoin, personally bullish and excited about this rare innovation on the BTC chain
• Agar.io - waiting for a project to incorporate crypto/tokens with this simple yet fun game